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| Name: |
Grubman Wealth Management |
| City: |
BERKELEY |
| State: |
CA |
| Zip: |
94704 |
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data |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
23 |
New |
$31.62 |
$2,729,000 |
85,409 |
0.7% |
2,729,000 |
85,409 |
0.009 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
32 |
New |
$71.38 |
$1,546,000 |
21,286 |
0.4% |
1,546,000 |
21,286 |
0.002 |
Closed - End Fund - E... |
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TFLO |
Ishares Treasury Floating R... |
36 |
New |
$0.00 |
$1,265,000 |
24,965 |
0.33% |
1,265,000 |
24,965 |
0.003 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
63 |
New |
$184.22 |
$396,000 |
2,121 |
0.1% |
396,000 |
2,121 |
0.002 |
Closed - End Fund - E... |
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SCHE |
Schwab Emerging Markets Equ... |
75 |
New |
$26.32 |
$256,000 |
10,142 |
0.07% |
256,000 |
10,142 |
0.004 |
N/A |
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IWN |
iShares Russell 2000 Value |
87 |
New |
$156.19 |
$201,000 |
1,267 |
0.05% |
201,000 |
1,267 |
0.002 |
Closed - End Fund - E... |
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